BMO ETFs: Views from the Desk

Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and host Andrew Vachon delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help strengthen diversification. Recorded live on October 29, 2025. ETFs: BMO Broad Commodity ETF (ZCOM) BMO Gold Bullion ETF (ZGLD) BMO Covered Call Spread G...

The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth, joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was record live on October 23, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUz...

Where should investors be looking abroad? In this deep dive episode, Bipan Rai, Johan Ahlberg, and host Erika Toth put international equities under the microscope. They explore trends in recent flows data, ways to diversify outside of Canada with ETFs and CDRs, and the outlook for the months ahead. Erika Toth is Director, Institutional & Advisory, Eastern Canada at BMO Global Asset Management...

Former Bank of Canada Governor Stephen Poloz joins Bipan to discuss the implications of the fourth industrial revolution now underway, and how Canadian policymakers can respond to seismic shifts to the economy. This podcast was recorded live on October 16, 2025. Show link (Spotify): ⁠⁠⁠⁠ https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK ⁠⁠⁠⁠ Show link (Apple Podcasts): ⁠⁠⁠https://podcasts.apple...

As markets continue to send contradictory signals, ETF and Alternatives Strategist, Bipan Rai and host, Michelle Allen, analyze which parts of the prevailing narrative are fact—and which are fiction. Michelle Allen is a Senior Associate, Online Distribution, at BMO ETFs. She is joined by Bipan Rai, Head of ETF Strategy, ETFs at BMO Global Asset Management. Recorded live on Oct 15, 2025. Q4 Portfol...

A surprisingly hardline stance from Beijing on rare earths exports combined with Trump’s renewed threat of steep import tariffs has swiftly thrust global trade tensions back to the forefront for markets. TD Cowen’s Chris Krueger joins Bipan to discuss where the trade war could go from here—amid an ongoing U.S. government shutdown that may last for weeks or more. This podcast was recorded live on O...

Today, we have a special treat for our listeners—a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors.  Listen to BMO Smarter Investing on Spotify Listen to BMO Smarter Investin...

What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and host, Erika Toth, delve into the popular alternative strategy, answering frequently asked questions on benefits, portfolio construction, and more. Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO GAM). Lu Lin is Head of Quantitative Investmen...

Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and copper. This episode was recorded live on September 30, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMu...

In this episode, special guest Valerie Grimba and your host, Danielle Neziol, take a deep dive into the Canadian equity market. They compare it to other regions, drill down on key currency questions, and discuss three main areas Canadians are investing their loonies, according to recent data.   Danielle Neziol is Vice President of Direct Distribution at BMO Global Asset Management. She is joined o...

Slack is building in multiple areas of the Canadian economy, while immigration trends that were supporting growth are now reversing. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to explore the macro themes impacting inflation, the housing market and broader economic backdrop now through next year. This podcast was recorded live on September 22, 2025. Show link (Spotify): ⁠⁠...

Investors face the conundrum of a U.S. equity market that continues to move higher yet a U.S. dollar headed in the opposite direction, presenting a potential drag on total returns of U.S. assets. Bipan Rai, Managing Director of ETF and Alternatives Strategy for BMO Global Asset Management joins host Zayla Saunders to discuss strategies to shield portfolios from FX risk not just from a weaker U.S....

Will it be another record-breaking year for Canadian ETF inflows? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, delve into the latest industry data, exploring the seasonality of flows, currency hedging, fixed income positioning, a slight sector rotation, and a whole lot more.   Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset M...

Central bank policy decisions amid mixed economic data loom large over North American credit markets this fall. Vishang Chawla, portfolio manager, active fixed income, joins Bipan to discuss key differences between Canadian and U.S. investment-grade and high yield bond market dynamics, and how slowing growth and inflation risks are affecting each. This podcast was recorded live on September 9, 202...

Last quarter, our mantra was “the best offence is a good defence.” Does it still make sense in today’s environment? In this episode, special guest Sohrab Movahedi, ETF and Alternatives Strategist Bipan Rai, and your host, Skye Collyer, provide a third-quarter update on the Big Six, discussing recent earnings results, key themes to watch, and their outlook for the months ahead. Skye Collyer is a Di...

The early autumn has been accompanied in recent years by broad market weakness and heightened volatility, and this September appears to be no exception. Bipan looks at what’s driving the phenomenon, as well as other macro factors currently impacting financial markets. This episode was recorded live on September 2, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK⁠...

Exchange-traded funds were once thought to be a passing fad in investing; now, 35 years later, the ETF industry is booming. In this special episode, Vice Chair of BMO ETFs Alain Desbiens, and your host, Erika Toth, take a look back at where it all began, the evolution of this Canadian invention—and what’s next.  Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Globa...

Do we really know AI? In this episode, Malcolm White, Bipan Rai, and host, Zayla Saunders, take a deep dive into artificial intelligence and the unknown limits to its potential. They also explore key trends, tech earnings, and the knowledge revolution. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Malcolm White, Portfolio Man...

Monetizing volatility through structured rate instruments has become a trusted income strategy, including for the BMO Strategic Fixed Income Yield Fund, sometimes called BMO’s “structured rates fund.” Portfolio manager Olivia Pei joins Bipan to discuss how the vehicle is constructed, the way it differs from comparable strategies such as covered calls and its use case as a diversified income genera...

What’s next for U.S.-Canada trade? In this episode, ETF and Alternatives Strategist Bipan Rai, and host, Erika Toth, break down the current and potential implications of reciprocal tariffs and explore key data points to watch. Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO...

The latest U.S. jobs report has sent tremors through financial markets, altering odds of when—and how quickly—the U.S. Federal Reserve will commence its cutting cycle. Ali Jaffery of CIBC Economics joins Bipan to break down the recent string data flow from south of the border, and what it means for investors. Ali also provides advice on fantasy football for the upcoming season. This podcast was re...

Collateralized Loan Obligations are shaking up the Canadian investing landscape. Bipan is joined by BMO Global Asset Management’s private credit head, Mark Jarosz, to explore how these investments are structured and can be used to add diversified yield potential. This podcast was recorded live on July 29, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK ⁠⁠⁠⁠ Show...

In this episode, ETF Strategist Bipan Rai, and your host, Erin Allen, unpack the growing tensions between U.S. President Donald Trump and Fed Chair Jerome Powell, touching on how political pressures could reshape monetary policy expectations and sector performance—and what it all means for investors. Erin Allen is a Director of Direct Distribution at BMO Global Asset Management (BMO GAM). She is j...

Job market data and other official figures suggest the Canadian economy is on surprisingly steady ground, but other indicators are decidedly more bearish. Royce Mendes of Desjardins Capital Markets joins Bipan to discuss what it all means for upcoming interest rate decisions from the Bank of Canada while factoring in a fraught backdrop in U.S.-Canada trade relations. This podcast was recorded live...

What are the side effects of higher pricing pressures and capital costs? In this episode, ETF Strategist Bipan Rai, and host, Michelle Allen, break down the potential implications for investors and why alternatives (alts) matter in the current environment. They also provide a third-quarter update on portfolio positioning. Michelle Allen is a Senior Associate, Online Distribution, BMO ETFs at BMO G...